StockDriftsStockDriftsTop 17 Maren Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 12.78% | 428.1K | $275.7M | -3.12%(-13.77K) | $274.91(+101.61%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 12.68% | 1.55M | $273.6M | +5.02%(+74.13K) | $56.45(+193.64%) | 2026-06-30 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 11.65% | 376.9K | $251.4M | +4.09%(+14.81K) | $458.19(+47.03%) | 2026-06-30 | |
| AME | AMETEK INC | 10.23% | 912.0K | $220.6M | +2.53%(+22.46K) | $169.13(+51.49%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 10.11% | 845.7K | $218.1M | +11.61%(+87.98K) | $177.85(+53.21%) | 2026-06-30 | |
| LIN | LINDE PLC | 9.51% | 395.4K | $205.2M | +2.25%(+8.68K) | $433.86(+10.22%) | 2026-06-30 | |
| SSD | SIMPSON MFG INC | 4.98% | 513.0K | $107.4M | +0.52%(+2.64K) | $172.54(+13.33%) | 2026-06-30 | |
| RLI | RLI CORP | 4.98% | 1.82M | $107.4M | +1.59%(+28.37K) | $69.36(-7.74%) | 2026-06-30 | |
| ACGL | ARCH CAP GROUP LTD | 4.76% | 1.06M | $102.6M | -10.29%(-121.30K) | $95.68(+2.45%) | 2026-06-30 | |
| KNSL | KINSALE CAP GROUP INC | 4.3% | 281.5K | $92.8M | +4.20%(+11.36K) | $398.68(-5.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.38% |
Maren Capital LLC reports $2.16B in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are RBC (12.8%), APH (12.7%) and TDY (11.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +52.68% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Maren Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961415). View Maren Capital LLC’s 13F filings on SEC